Lead Business Aligned Finance Analyst

Position Overview

Wells Fargo is seeking a Lead Finance Analyst, reporting to a Finance leader for the Chief Data Office. In this role, you will support strategic decision-making by preparing financial presentations for Senior Management, managing technology budgeting processes and forecasts, and partnering with key stakeholders to drive financial transparency within the organization.

Compensation: $119,000.00 - $224,000.00

Key Responsibilities

• Prepare strategy and financial presentations and narratives for Senior Management.
• Manage technology budgeting processes, financial close, and forecast updates for the Technology organizations.
• Partner with CIOs for Chief Data Office (CDO) and/or Technology Management and Strategy (TMS) organizations to support business objectives.
• Prepare and manage business case financials for initiatives and investments within assigned organizations.
• Oversee investment plan financials and Book of Work for the Technology Chief Data Office (CDO Tech), tracking costs and benefits.
• Manage and improve cost recovery processes for CDO and TMS.
• Collaborate with Technology Management and the finance team to enhance financial processes with a focus on accuracy, stability, efficiency, and transparency.
• Conduct ad-hoc analyses and provide recommendations for process improvements and reporting enhancements.
• Work with cross-functional teams to design and implement financial management solutions and toolsets aligned with industry best practices.
• Support the adoption of technology finance tools through ongoing integration within the financial data ecosystem.
• Lead the annual budgeting process, overseeing business case prioritization for technology investments and expenditures while ensuring governance and financial transparency.
• Provide reports on key metrics related to workforce, resource management, investment expenditure, vendor usage, and infrastructure strategy.
• Coordinate with stakeholders in Technology, Finance, CDO, and TMS functions.

Required Qualifications

• 5+ years of Finance experience, or equivalent demonstrated through work experience, training, military experience, or education.

Preferred Qualifications

• Experience in Finance and/or Business Management leadership roles with exposure to delivering insights and recommendations to senior management.
• Ability to interact with individuals at all levels across business and technology functions.
• Strong collaborative skills and effective time management with the ability to manage multiple priorities.
• Bachelor's degree or higher in Finance, Accounting, or Economics.
• Effective communication skills with senior management, along with strong problem-solving and conflict resolution abilities.
• 5+ years of Technology Finance experience.
• Experience with visualization and reporting tools (e.g., Tableau, Business Objects).
• Self-directed approach to responsibilities.
• Experience in building organizational capability, including teams, processes, and technology, with proven ability to foster team engagement and customer satisfaction.

Benefits & Perks

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life, critical illness, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement